Defining a Scheduled Export

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files server.
  3. Expand Document Vaults
  4. Expand a vault.
  5. Select Content Replication and Archiving.
    Result:The content replication and archiving features are displayed in the right-side pane.
  6. In the task area, click New Scheduled Export.
    Result:The Scheduled Job Properties dialog is opened.
  7. In the Description field, type in a name for the scheduled export job.
  8. To define a schedule for this task:
    1. Click the Schedule... button.
      Result:The Define Schedule dialog is opened.
    2. Define the appropriate schedule using the available options.
      The schedule option When idle is not supported in M-Files.
    3. Click OK to close the Define Schedule dialog.
  9. On the Package Location tab, define the location for the content package.
    1. Click the ... button to define a temporary local folder for the content package.
    2. Optional: Click Set Account... to define the user account to be used for saving the content package to the selected local folder.
      You need to use a user account that has write permissions to the selected local folder.
  10. Optional: Still on the Package Location tab, enable the Use replication via cloud storage option to export to a cloud storage location.
    1. In the Connection string field, enter the provided connection string for connecting to the cloud storage.
      If you do not yet have the connection string, click Get... to obtain one. This opens up a preformatted e-mail message to be mailed to M-Files customer support.
    2. In the User-specified folder name field, enter a folder location in the cloud storage that will be used for exporting from one vault and importing to another.
    3. In the User-specified password for encryption field, enter a password of your choice that will be used for encrypting content packages. The same password must be used for exporting and importing the same packages.
  11. Optional: In the Configuration ID field, you can enter any string of characters for identifying this replication job.
    M-Files automatically creates a numeric ID for each scheduled replication job, but you can optionally enter an additional ID for the job to the Configuration ID field. The ID can be any string of characters. If a configuration ID cannot be found when the jobs are processed, M-Files simply uses the numerical replication job ID.
  12. On the Objects and Files tab, enable the Export objects and files option by checking the check box and select the Export existing objects option.
    For more information about the options on this tab, see Export Objects and Files.
    Note:

    If the Export only changes since latest run option is enabled, only the files and objects that are new or have changed since the given date and time are exported. If you are exporting metadata structure elements while this option is enabled, the elements are not exported unless there have been changes made to files or objects.

    Thus if you want to export metadata structure elements regardless of whether objects or files have been changed, it is recommended to do either of the following operations:
    • Export the metadata structure separately.
    • Disable the Export only changes since latest run option if metadata structure elements are to be exported alongside objects and files. Note that if you do not limit the scope of the export in any way, it may take a considerable amount of time to complete the export job.
  13. Optional: To define the conditions that objects must meet to be exported, enable the Use a search filter option by checking the check box and click the Define... button.
    1. In the Define Filter dialog, define the conditions that objects must meet to be exported and click OK once you have defined all the necessary conditions.
  14. On the Structure tab, enable the Export structure option and either:
    • Check the All Elements option to export all metadata structure elements.
      or
    • Check individual metadata structure elements on the list to define individually the elements to be exported.
  15. Click OK to save the scheduled export job and close the Scheduled Job Properties dialog.
The scheduled export job that you have just defined is added to the Scheduled Export and Import list and will be run according to the defined schedule.